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Sample Acumatica Import Scenario (Vendors)

January 17, 2017 by Tim Rodman

Here is a Vendor sample Acumatica Import Scenario with Installation Instructions.

Sample Acumatica Import Scenario (Vendors)

Click here for a listing of other Sample Acumatica Import Scenarios

Screen: FINANCE -> Accounts Payable -> Work Area -> MANAGE -> Vendors (AP303000)

Fields Imported

  1. Vendor ID
  2. Vendor Name
  3. General Info -> FINANCIAL SETTINGS -> Vendor Class
  4. General Info -> MAIN CONTACT -> Company Name
  5. General Info -> MAIN CONTACT -> Attention
  6. General Info -> MAIN CONTACT -> Email
  7. General Info -> MAIN CONTACT -> Web
  8. General Info -> MAIN CONTACT -> Phone 1
  9. General Info -> MAIN CONTACT -> Phone 2
  10. General Info -> MAIN CONTACT -> Fax
  11. General Info -> MAIN CONTACT -> Account Ref. #
  12. General Info -> MAIN CONTACT -> Parent Account
  13. General Info -> MAIN ADDRESS -> Address Line 1
  14. General Info -> MAIN ADDRESS -> Address Line 2
  15. General Info -> MAIN ADDRESS -> City
  16. General Info -> MAIN ADDRESS -> Country
  17. General Info -> MAIN ADDRESS -> State
  18. General Info -> MAIN ADDRESS -> Postal Code
  19. Payment Settings -> DEFAULT PAYMENT SETTINGS -> Payment Method
  20. GL Accounts -> AP Account
  21. GL Accounts -> AP Sub
  22. GL Accounts -> Expense Account
  23. GL Accounts -> Expense Sub
  24. GL Accounts -> Cash Discount Account
  25. GL Accounts -> Cash Discount Sub

Files (see Installation Instructions post for how to install)

  • Vendors Data Provider.xlsx (contains one row of sample data from the SalesDemo company)
  • 0 Vendors Data Provider.xml
  • 0 Vendors Import Scenario.xml

Installation Instructions

  1. On the SYSTEM -> Integration -> MANAGE -> Data Providers (SM206015) screen,
    import the 0 Vendors Data Provider.xml file
    using the Import from XML option on the paperclip icon pictured belowSample Acumatica Import Scenario (Vendors)
  2. The Schema tab should now look like this
    Sample Acumatica Import Scenario (Vendors)
  3. Upload the Vendors Data Provider.xlsx file using the FILES, BROWSE and UPLOAD buttons in the upper right-hand corner of the screenSample Acumatica Import Scenario (Vendors)
  4. On the SYSTEM -> Integration -> MANAGE -> Import Scenarios (SM206025) screen,
    import the 0 Vendors Import Scenario.xml file
    using the Import from XML option on the paperclip icon pictured belowSample Acumatica Import Scenario (Vendors)
  5. Your screen should now look like the screenshot on the top of this post
  6. On the SYSTEM -> Integration -> PROCESS -> Import by Scenario (SM206036) screen,
    select 0 Vendors Import Scenario and click the PREPARE button
    Sample Acumatica Import Scenario (Vendors)
  7. Acumatica will bring the data from the Excel file into the grid on the Prepared Data tab. You know it’s finished when you get the green checkmark on the top of the screen.
    Sample Acumatica Import Scenario (Vendors)
  8. From this point forward, Acumatica will be using the data in the grid on the Prepared Data tab to do the import. It doesn’t go back and “talk” to Excel. So, you can change the data in the grid if you want and this will be the data that gets used for the import.
  9. Now we need to actually do the import. Before you do this, I recommend taking a Snapshot backup of Acumatica so you’ll have something to roll back to if you don’t like the results.
  10. Also, note that only the records that have Active checked and Processed unchecked will be imported. The other ones will be ignored by the import.
  11. To import, click the IMPORT buttonSample Acumatica Import Scenario (Vendors)
  12. When it’s finished, you’ll get a green checkmark on the top of the screen if there were no errors and the Processed column will be checked for all records that imported successfully.
    Sample Acumatica Import Scenario (Vendors)
  13. If you get a red checkmark on the top of the screen, it means that you got an error on one of the records. Just look for the record that has a message in the Error column. You can hover over the message to see the full error message.
    Sample Acumatica Import Scenario (Vendors)

Note: If you have any issues with this sample import scenario, please leave a comment at the bottom of this post.

Filed Under: Acumatica Learning Tagged With: Acumatica, Acumatica Blog, Acumatica Import Scenarios, Acumatica Learning, Acumatica Training, Sample Acumatica Import Scenarios

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